Individual/Family Planning
Sessions
What do Individual Sessions entail?
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Get to know you
Who are you? What have you done? What would like to do going forward?
What are your values and passions?
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Dream
What are your goals, dreams, and aspirations for your Next Stage in life?
How can we align your meaningful goals with your values and passions?
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Game Plan
Now that we’ve casted a vision, I will coach you in developing a game plan for what happens next and how you will get there!
We’ll discuss Lifestyle, Financial Goals, Physical Health/Longterm care, Social and Emotional support, and Your Legacy!
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Cheer you on
As you build confidence in your ability to thrive during retirement, I will be there to help navigate the emotional and logistical challenges of transitioning out of the workforce!